Wilmington Trust’s Brian Oard and Alvina Lo sat down with Doug Mancino, a Partner with Seyfarth Shaw, at the 2018 Hawaii Tax Institute Conference to discuss the factors families should consider when establishing private foundations and preserving their charitable legacy.Issues Facing Private FoundationsCharitable LegacyPlease see important disclosures at the end of each video.
Wilmington Trust’s Brian Oard and Alvina Lo discussed a number of timely risk management topics at the 2018 Hawaii Tax Institute Conference. Watch their conversations with two risk and insurance experts and a former FBI agent and founder of an international risk mitigation firm.Cyber and Personal SecurityPatrick Conley, a former FBI special agent and founder and CEO of Franklin Global, Inc.
Wilmington Trust’s Alvina Lo, Brian Oard and Adam Bakhash discussed a variety of wealth transition and legacy planning topics with tax and estate planning lawyers, risk and insurance professionals, and a financial education expert at the 2018 Hawaii Tax Institute Conference.Hear their insights on electronic wills, spousal lifetime access trusts, financial literacy, estates and trusts, gifting, and more.
Wilmington Trust’s Alvina Lo and Brian Oard check in with tax and estate planning lawyers at the 2018 Hawaii Tax Institute Conference to discuss tax planning considerations for business owners.Closely Held BusinessesKeith Schiller, Founder and Owner of the Schiller Law Group, discusses the obstacles clients face when implementing a succession plan for a closely held business.
Andy Katzenstein, a partner in the Private Client Services Department at Proskauer Rose LLP, joined Wilmington Trust’s Alvina Lo and Brian Oard at the 2018 Hawaii Tax Institute Conference to explain the process of entering into a basis swap and the opportunities this exchange can create for estate and income tax benefits.Please see important disclosures at the end of the video.